Report 115 Salesperson - Commission, source in 29
Source29
src/Layers/W1/BaseApp/Sales/Reports/SalespersonCommission.Report.al575 lines, Copyright (c) Microsoft Corporation. MIT
// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------
namespace Microsoft.Sales.Reports;
/// <summary>
/// Calculates and displays commission amounts for salespeople based on customer ledger entries and configured commission percentages.
/// </summary>
using Microsoft.CRM.Team;
using Microsoft.Inventory.Costing;
using Microsoft.Sales.Receivables;
using System.Utilities;
report 115 "Salesperson - Commission"
{
ApplicationArea = Suite;
Caption = 'Salesperson - Commission';
ToolTip = 'View a list of invoices for each salesperson for a selected period. The following information is shown for each invoice: Customer number, sales amount, profit amount, and the commission on sales amount and profit amount. The report also shows the adjusted profit and the adjusted profit commission, which are the profit figures that reflect any changes to the original costs of the goods sold.';
DefaultRenderingLayout = Excel;
UsageCategory = ReportsAndAnalysis;
dataset
{
dataitem("Salesperson/Purchaser"; "Salesperson/Purchaser")
{
DataItemTableView = sorting(Code);
PrintOnlyIfDetail = true;
RequestFilterFields = "Code";
column(STRSUBSTNO_Text000_PeriodText_; StrSubstNo(PeriodTxt, PeriodText))
{
}
column(Salesperson_Purchaser__TABLECAPTION__________SalespersonFilter; SalespersonFilterHeading)
{
}
column(Cust__Ledger_Entry__TABLECAPTION__________CustLedgEntryFilter; CustLedgEntryFilterHeading)
{
}
column(Salesperson_Purchaser_Code; Code)
{
}
column(Salesperson_Purchaser_Name; Name)
{
}
column(Salesperson_Purchaser__Commission___; "Commission %")
{
}
#if not CLEAN27
column(COMPANYNAME; COMPANYPROPERTY.DisplayName())
{
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
column(SalespersonFilter; SalespersonFilter)
{
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
column(CustLedgEntryFilter; CustLedgEntryFilter)
{
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
column(PageGroupNo; PageGroupNo)
{
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
column(Cust__Ledger_Entry___Sales__LCY__; "Cust. Ledger Entry"."Sales (LCY)")
{
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
column(Cust__Ledger_Entry___Profit__LCY__; "Cust. Ledger Entry"."Profit (LCY)")
{
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
column(SalesCommissionAmt; SalesCommissionAmt)
{
AutoFormatType = 1;
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
column(ProfitCommissionAmt; ProfitCommissionAmt)
{
AutoFormatType = 1;
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
column(AdjProfit; AdjProfit)
{
AutoFormatType = 1;
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
column(AdjProfitCommissionAmt; AdjProfitCommissionAmt)
{
AutoFormatType = 1;
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
column(Salesperson___CommissionCaption; Salesperson___CommissionCaptionLbl)
{
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
column(CurrReport_PAGENOCaption; CurrReport_PAGENOCaptionLbl)
{
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
column(All_amounts_are_in_LCYCaption; All_amounts_are_in_LCYCaptionLbl)
{
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
column(Cust__Ledger_Entry__Posting_Date_Caption; Cust__Ledger_Entry__Posting_Date_CaptionLbl)
{
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
column(Cust__Ledger_Entry__Document_No__Caption; "Cust. Ledger Entry".FieldCaption("Document No."))
{
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
column(Cust__Ledger_Entry__Customer_No__Caption; "Cust. Ledger Entry".FieldCaption("Customer No."))
{
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
column(Cust__Ledger_Entry__Sales__LCY__Caption; "Cust. Ledger Entry".FieldCaption("Sales (LCY)"))
{
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
column(Cust__Ledger_Entry__Profit__LCY__Caption; "Cust. Ledger Entry".FieldCaption("Profit (LCY)"))
{
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
column(SalesCommissionAmt_Control32Caption; SalesCommissionAmt_Control32CaptionLbl)
{
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
column(ProfitCommissionAmt_Control33Caption; ProfitCommissionAmt_Control33CaptionLbl)
{
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
column(AdjProfit_Control39Caption; AdjProfit_Control39CaptionLbl)
{
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
column(AdjProfitCommissionAmt_Control45Caption; AdjProfitCommissionAmt_Control45CaptionLbl)
{
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
column(Salesperson_Purchaser__Commission___Caption; FieldCaption("Commission %"))
{
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
column(TotalCaption; TotalCaptionLbl)
{
ObsoleteState = Pending;
ObsoleteReason = 'RDLC Only layout column. To be removed along with the RDLC layout.';
ObsoleteTag = '27.0';
}
#endif
dataitem("Cust. Ledger Entry"; "Cust. Ledger Entry")
{
DataItemLink = "Salesperson Code" = field(Code);
DataItemTableView = sorting("Salesperson Code", "Posting Date") where("Document Type" = filter(Invoice | "Credit Memo"));
RequestFilterFields = "Posting Date";
column(Cust__Ledger_Entry__Posting_Date_; Format("Posting Date"))
{
}
column(Cust__Ledger_Entry__Document_No__; "Document No.")
{
}
column(Cust__Ledger_Entry__Customer_No__; "Customer No.")
{
}
column(Cust__Ledger_Entry__Sales__LCY__; "Sales (LCY)")
{
}
column(Cust__Ledger_Entry__Profit__LCY__; "Profit (LCY)")
{
}
column(CustLedgerEntry_CustomerName; "Customer Name")
{
}
column(SalesCommissionAmt_Control32; SalesCommissionAmt)
{
AutoFormatType = 1;
}
column(ProfitCommissionAmt_Control33; ProfitCommissionAmt)
{
AutoFormatType = 1;
}
column(AdjProfit_Control39; AdjProfit)
{
AutoFormatType = 1;
}
column(AdjProfitCommissionAmt_Control45; AdjProfitCommissionAmt)
{
AutoFormatType = 1;
}
column(SalespersonPurchaser_Code; "Salesperson/Purchaser".Code)
{
IncludeCaption = true;
}
column(Salesperson_Purchaser__Name; "Salesperson/Purchaser".Name)
{
IncludeCaption = true;
}
trigger OnAfterGetRecord()
var
CostCalcMgt: Codeunit "Cost Calculation Management";
begin
SalesCommissionAmt := Round("Sales (LCY)" * "Salesperson/Purchaser"."Commission %" / 100);
ProfitCommissionAmt := Round("Profit (LCY)" * "Salesperson/Purchaser"."Commission %" / 100);
AdjProfit := "Profit (LCY)" + CostCalcMgt.CalcCustLedgAdjmtCostLCY("Cust. Ledger Entry");
AdjProfitCommissionAmt := Round(AdjProfit * "Salesperson/Purchaser"."Commission %" / 100);
// Calculate SubTotals for Word Layout
SubtotalsSales += "Sales (LCY)";
SubtotalsProfit += "Profit (LCY)";
SubtotalsAdjProfit += AdjProfit;
SubtotalsSalesCommission += SalesCommissionAmt;
SubtotalsProfitCommission += ProfitCommissionAmt;
SubtotalsAdjProfitCommission += AdjProfitCommissionAmt;
// Calculate Grand Totals for Word Layout
TotalsSales += "Sales (LCY)";
TotalsProfit += "Profit (LCY)";
TotalsAdjProfit += AdjProfit;
TotalsSalesCommission += SalesCommissionAmt;
TotalsProfitCommission += ProfitCommissionAmt;
TotalsAdjProfitCommission += AdjProfitCommissionAmt;
if not ReportHasData then
ReportHasData := true;
end;
trigger OnPreDataItem()
begin
ClearAmounts();
end;
}
dataitem(Subtotals; Integer)
{
DataItemTableView = sorting(Number) where(Number = const(1));
// Used for test cases mapping
column(Subtotals_Salesperson_Code; "Salesperson/Purchaser".Code)
{
}
column(Subtotals_Sales; SubtotalsSales)
{
AutoFormatType = 1;
}
column(Subtotals_Profit; SubtotalsProfit)
{
AutoFormatType = 1;
}
column(Subtotals_AdjProfit; SubtotalsAdjProfit)
{
AutoFormatType = 1;
}
column(Subtotals_SalesCommission; SubtotalsSalesCommission)
{
AutoFormatType = 1;
}
column(Subtotals_ProfitCommission; SubtotalsProfitCommission)
{
AutoFormatType = 1;
}
column(Subtotals_AdjProfitCommission; SubtotalsAdjProfitCommission)
{
AutoFormatType = 1;
}
trigger OnPreDataItem()
begin
if "Cust. Ledger Entry".IsEmpty() then
CurrReport.Break();
end;
}
trigger OnAfterGetRecord()
begin
#if not CLEAN28
if PrintOnlyOnePerPageReq then
PageGroupNo := PageGroupNo + 1;
#endif
// Reset SubTotals for Word Layout
SubtotalsSales := 0;
SubtotalsProfit := 0;
SubtotalsAdjProfit := 0;
SubtotalsSalesCommission := 0;
SubtotalsProfitCommission := 0;
SubtotalsAdjProfitCommission := 0;
end;
trigger OnPreDataItem()
begin
PageGroupNo := 1;
ClearAmounts();
end;
}
dataitem(Totals; Integer)
{
DataItemTableView = sorting(Number) where(Number = const(1));
column(Totals_Sales; TotalsSales)
{
AutoFormatType = 1;
}
column(Totals_Profit; TotalsProfit)
{
AutoFormatType = 1;
}
column(Totals_AdjProfit; TotalsAdjProfit)
{
AutoFormatType = 1;
}
column(Totals_SalesCommission; TotalsSalesCommission)
{
AutoFormatType = 1;
}
column(Totals_ProfitCommission; TotalsProfitCommission)
{
AutoFormatType = 1;
}
column(Totals_AdjProfitCommission; TotalsAdjProfitCommission)
{
AutoFormatType = 1;
}
trigger OnPreDataItem()
begin
if not ReportHasData then
CurrReport.Break();
end;
}
}
requestpage
{
AboutTitle = 'About Salesperson - Commission';
AboutText = 'Analyze the commissions by salesperson. See the customer, document, sales amounts and profit amounts provided by a salesperson''s contributions.';
SaveValues = true;
layout
{
area(content)
{
group(Options)
{
Caption = 'Options';
#if not CLEAN28
field(PrintOnlyOnePerPage; PrintOnlyOnePerPageReq)
{
ApplicationArea = Suite;
Caption = 'New Page per Person';
ToolTip = 'Specifies if each person''s information is printed on a new page if you have chosen two or more persons to be included in the report.';
ObsoleteState = Pending;
ObsoleteReason = 'The New Page per Person option is only supported by the RDLC layout which has been deprecated.';
ObsoleteTag = '28.0';
#if CLEAN27
Visible = false;
#endif
}
#endif
// Used to set the Period on the report header across multiple languages
field(RequestPeriodText; PeriodText)
{
ApplicationArea = All;
Caption = 'Period';
ToolTip = 'Specifies the Date Period applied to this report.';
Visible = false;
}
// Used to set the Salesperson Filter on the report header across multiple languages
field(RequestSalespersonFilterHeading; SalespersonFilterHeading)
{
ApplicationArea = All;
Caption = 'Salesperson Filter';
ToolTip = 'Specifies the Salesperson Filters applied to this report.';
Visible = false;
}
// Used to set the Cust. Ledg. Entry Filter on the report header across multiple languages
field(RequestCustLedgEntryFilterHeading; CustLedgEntryFilterHeading)
{
ApplicationArea = All;
Caption = 'Cust. Ledg. Entry Filter';
ToolTip = 'Specifies the Customer Ledger Entry filters applied to this report.';
Visible = false;
}
}
}
}
actions
{
}
trigger OnClosePage()
begin
// Ensures Layout Filter Headings are up to date
UpdateRequestPageFilterValues();
end;
}
rendering
{
layout(Excel)
{
Caption = 'Salesperson Commission Excel';
Type = Excel;
LayoutFile = './Sales/Reports/SalespersonCommission.xlsx';
Summary = 'Report layout primarily made for data analysis. Use an Excel editor to modify the layout.';
}
layout(Word)
{
Caption = 'Salesperson Commission Word';
Type = Word;
LayoutFile = './Sales/Reports/SalespersonCommission.docx';
Summary = 'Report layout made for print. Use a Word editor to modify the layout.';
}
#if not CLEAN27
layout(RDLC)
{
Caption = 'Salesperson Commission RDLC';
Type = RDLC;
LayoutFile = './Sales/Reports/SalespersonCommission.rdlc';
ObsoleteState = Pending;
ObsoleteReason = 'The RDLC layout has been replaced by the Excel and Word layouts and will be removed in a future release.';
ObsoleteTag = '27.0';
Summary = 'Report layout made in the legacy RDLC format. Use an RDLC editor to modify the layout.';
}
#endif
}
labels
{
SalespersonCommissionLabel = 'Salesperson - Commission';
SalespersonCommissionPrint = 'Salesperson Commission (Print)', MaxLength = 31, Comment = 'Excel worksheet name.';
SalespersonCommissionAnalysis = 'Salesp. Commission (Analysis)', MaxLength = 31, Comment = 'Excel worksheet name.';
DataRetrieved = 'Data retrieved:';
PeriodCaption = 'Period:';
DocumentNoLabel = 'Document No.';
CustomerNoLabel = 'Customer No.';
CustomerNameLabel = 'Customer Name';
SalesLabel = 'Sales (LCY)';
ProfitLabel = 'Profit (LCY)';
PostingDateLabel = 'Posting Date';
SalesCommissionLabel = 'Sales Commission (LCY)';
ProfitCommissionLabel = 'Profit Commission (LCY)';
AdjustedProfitLabel = 'Adjusted Profit (LCY)';
AdjustedProfitCommissionLabel = 'Adjusted Profit Commission (LCY)';
CommissionPercentLabel = 'Commission %';
AllAmountsAreInLCYLabel = 'All amounts are in LCY';
TotalsCaption = 'Total';
// About the report labels
AboutTheReportLabel = 'About the report';
EnvironmentLabel = 'Environment';
CompanyLabel = 'Company';
UserLabel = 'User';
RunOnLabel = 'Run on';
ReportNameLabel = 'Report name';
DocumentationLabel = 'Documentation';
}
trigger OnPreReport()
begin
// Ensures Layout Filter Headings are up to date
UpdateRequestPageFilterValues();
end;
var
PeriodTxt: Label 'Period: %1', Comment = '%1 - period text';
SalespersonFilter: Text;
CustLedgEntryFilter: Text;
SalespersonFilterHeading: Text;
CustLedgEntryFilterHeading: Text;
PeriodText: Text;
AdjProfit: Decimal;
ProfitCommissionAmt: Decimal;
AdjProfitCommissionAmt: Decimal;
SalesCommissionAmt: Decimal;
#if not CLEAN28
PrintOnlyOnePerPageReq: Boolean;
#endif
PageGroupNo: Integer;
// SubTotals for the Word Layout
SubtotalsSales: Decimal;
SubtotalsProfit: Decimal;
SubtotalsAdjProfit: Decimal;
SubtotalsSalesCommission: Decimal;
SubtotalsProfitCommission: Decimal;
SubtotalsAdjProfitCommission: Decimal;
// Grand Totals for the Word Layout
TotalsSales: Decimal;
TotalsProfit: Decimal;
TotalsAdjProfit: Decimal;
TotalsSalesCommission: Decimal;
TotalsProfitCommission: Decimal;
TotalsAdjProfitCommission: Decimal;
ReportHasData: Boolean;
#if not CLEAN27
All_amounts_are_in_LCYCaptionLbl: Label 'All amounts are in LCY';
TotalCaptionLbl: Label 'Total';
Salesperson___CommissionCaptionLbl: Label 'Salesperson - Commission';
CurrReport_PAGENOCaptionLbl: Label 'Page';
Cust__Ledger_Entry__Posting_Date_CaptionLbl: Label 'Posting Date';
SalesCommissionAmt_Control32CaptionLbl: Label 'Sales Commission (LCY)';
ProfitCommissionAmt_Control33CaptionLbl: Label 'Profit Commission (LCY)';
AdjProfit_Control39CaptionLbl: Label 'Adjusted Profit (LCY)';
AdjProfitCommissionAmt_Control45CaptionLbl: Label 'Adjusted Profit Commission (LCY)';
#endif
local procedure ClearAmounts()
begin
Clear(AdjProfit);
Clear(ProfitCommissionAmt);
Clear(AdjProfitCommissionAmt);
Clear(SalesCommissionAmt);
end;
local procedure UpdateRequestPageFilterValues()
begin
SalespersonFilter := "Salesperson/Purchaser".GetFilters();
CustLedgEntryFilter := "Cust. Ledger Entry".GetFilters();
PeriodText := "Cust. Ledger Entry".GetFilter("Posting Date");
SalespersonFilterHeading := '';
CustLedgEntryFilterHeading := '';
if SalespersonFilter <> '' then
SalespersonFilterHeading := "Salesperson/Purchaser".TableCaption + ': ' + SalespersonFilter;
if CustLedgEntryFilter <> '' then
CustLedgEntryFilterHeading := "Cust. Ledger Entry".TableCaption + ': ' + CustLedgEntryFilter;
end;
}